FirstPurpose Wealth strives to complement tax advice with investment advice. We strive to keep our clients abreast of the ever-changing tax code so that they may utilize available current tax breaks and make the best decision possible when it comes to planning for the future. FirstPurpose offers a flexible, fun work environment!
Our core values are: Do Right (do the right thing), Abundance, Teamwork, Initiative, Education and Growth. We strive to implement these values everything we do. If these Core Values align with your own, please keep reading!
Learn more about us at: https://www.firstpurpose.com
Responsibilities
As one of our professional accounting staff you will service and advise clients as well as manage and mentor staff.
Essential Functions:
- Prepare individual and business tax returns
- Do planning with clients to optimize future tax years
- Manage other accounting services for clients such as bookkeeping, payroll and sales tax.
- Manage and mentor other members of the accounting staff
Qualifications
Education, Experience, and Skills Required:
- At least 5 years of full-time experience with individual and/or business tax preparation is required
- Experience with trial balance is required
- Experience with QuickBooks preferred
- Strong technically background
- Strong accounting background
- Ability to organize data and prepare accurate financial statements
- Spanish speaking is a plus
Personal characteristics needed to be successful in this role:
- Self-Starter
- Excellent customer service skills
- Dedicated to doing what is right
- Team player
- Takes the initiative
Other
- Full time (expect 55 hours per week during tax season)
Job Type: Full-time
Pay: $100,000.00 - $135,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Experience level:
Schedule:
- 8 hour shift
- Monday to Friday
Education:
Experience:
- Tax experience: 5 years (Required)
Work Location: In person